★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEconomics & TradeⓁ Aerospace & DefensePolitics & Policy Russia Ramps Up China Relations as US Focuses on Shoring Up Pacific Allies As relations between Russia and most of the western world have been irreparably severed over the last year, Moscow's economic cooperation and…McAlinden Research PartnersFebruary 28, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerBiotechnology & HealthcareⓁ PharmaceuticalsMarkets Potential Pfizer-Seagen Tie Up Could Mark Largest Deal in Years, Continue to Propel Biopharma M&A Trend A potential acquisition of Seagen by Pfizer, likely in the neighborhood of $40.0 billion, would be the biggest biopharma deal…McAlinden Research PartnersFebruary 27, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesⓁ GoldMonetary Policy Expectations for a Gold-Smashing Rate Hike Bump Unsubstantiated Thus Far as Inflation Cools Gradually Gold has shed most of its gains for the year in February, as some have begun to speculate that the Fed could…McAlinden Research PartnersFebruary 23, 2023
★ Daily Intelligence Briefings (DIBs)MarketsPolitics & PolicyTechnology Ethereum May Face Contagion from SEC Crackdown on Crypto Exchanges’ Staking Services Ethereum (ETH), the world's second largest cryptocurrency by market cap, may be particularly exposed to the SEC's "staking-as-a-service" crackdown. Unlike many…McAlinden Research PartnersFebruary 22, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Aerospace & DefenseManufacturing & LogisticsPolitics & Policy Global Defense Spending Continues to Ratchet Up as Russo-Ukrainian War Nears One Year Mark Almost one year on from Russia's formal invasion of Ukraine, all sides seem committed to staying the course and fighting…McAlinden Research PartnersFebruary 21, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Travel & LeisureTransportation Travel Demand Set to Continue Ticking Up Through 2023 Travel stocks are experiencing a strong start to the year, and a spate of healthy earnings calls may push many…McAlinden Research PartnersFebruary 16, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeEnergy & Environment Oil Demand is Back on the Rise as US Falls Back onto SPR Sales, OPEC+ Production Sinks Summary: The EIA and OPEC have each raised their forecast for global oil demand in the year ahead. Both cited rising Asian…McAlinden Research PartnersFebruary 15, 2023
★ Daily Intelligence Briefings (DIBs)MarketsPolitics & PolicyTechnology Staking Services and Stablecoins in SEC Crosshairs as Crypto Industry Preps for Court Battles Summary: A crypto crackdown by US regulators appears to have arrived just as digital asset prices were once again gaining their…McAlinden Research PartnersFebruary 14, 2023
★ Daily Intelligence Briefings (DIBs)Economics & TradeMarkets China’s COVID Wave Abates, Clearing the Way for a Post-Lockdown Burst in Consumer Spending Much has been made of China's re-opening, which spurred commodities prices higher and brightened growth prospects for the global economy.…McAlinden Research PartnersFebruary 13, 2023
★ Daily Intelligence Briefings (DIBs)Manufacturing & LogisticsTransportation Aviation Industry Rallies, But Reliance on 737 MAX Backlog Continues to Cast a Shadow Over Boeing Shares of Airbus and Boeing surged into the end of 2022 on strong annual performance for both companies. For a…McAlinden Research PartnersFebruary 9, 2023